Paraplanners attending theTechnical Insight seminars in Glasgow (Wed 18 September) and Edinburgh (Thurs 19 September) can expect a great line-up of speakers covering a range of topics including:
Suitability report writing
Cashflow modelling
Pension regulation and tax
Regulation and compliance
Due diligence on SIPP and SSAS
Behavioural investing
Centralised investment propositions
Generating income for clients in retirement
Paraplanners from earlier events describe them as:
“A great, well organised event… It is refreshing to listen to educational guest speakers. I think that everybody attending would have learned something new.”
“The content was superb and I learned a lot from it that I’ll be able to apply day to day.”
Here is what two of our presenters will be talking about on the day:
Pensions regulation and planning – Paul Squirrell, FundsNetwork – Glasgow & Edinburgh
SIPP & SSAS update and due diligence – Stephen McPhillips, Dentons Pensions – Edinburgh
Amongst other sessions, Glasgow delegates also will hear from ATEB Consulting, who will be drawing on their considerable experience in the financial advice field to provide insights pertinent to cashflow planning.
Edinburgh attendees can learn from Jo Campbell Para-Sols’ operations director and paraplanner about the processes developed by the company(this year celebrating its 10th anniversary) to deliver quality suitability reports to a deadline.
